Princeton Portfolio Strategies Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Princeton Portfolio Strategies Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,441	Closed	-$879K	–	150
2020 Q1	$879K	Buy	+16,441	New	+$1.04M	0.26%	80
2019 Q4	–	Sell	-26,634	Closed	-$1.74M	–	145
2019 Q3	$1.74M	Buy	+26,634	New	+$1.72M	0.43%	61
2019 Q2	–	Sell	-14,432	Closed	-$936K	–	149
2019 Q1	$936K	Buy	+14,432	New	+$909K	0.25%	87
2018 Q3	–	Sell	-7,959	Closed	-$533K	–	158
2018 Q2	$533K	Sell	7,959 -3,835	-33%	-$269K	0.15%	114
2018 Q1	$822K	Sell	11,794 -11,794	-50%	-$841K	0.23%	99
2017 Q4	$1.71M	Buy	23,588 +15,437	+189%	+$1.07M	0.47%	66
2017 Q3	$558K	Sell	8,151 -1,154	-12%	-$77.1K	0.15%	123
2017 Q2	$607K	Buy	+9,305	New	+$602K	0.17%	115

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Princeton Portfolio Strategies Group's EFA Position: Q2 2020 in Review

Princeton Portfolio Strategies Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2020, closing a stake of 16,441 shares — an estimated $879K sold.

Princeton Portfolio Strategies Group first reported a position in EFA in Q2 2017 and held it in 8 quarters. The position peaked at $1.74M in Q3 2019. 1,417 funds tracked by Wall St. Rank hold EFA as of Q2 2020.

Princeton Portfolio Strategies Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2020 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 16,441 iShares MSCI EAFE ETF shares in Q2 2020, an estimated $879K.
Princeton Portfolio Strategies Group first reported a position in iShares MSCI EAFE ETF in Q2 2017 and held it in 8 quarters.
Princeton Portfolio Strategies Group's iShares MSCI EAFE ETF position peaked at $1.74M in Q3 2019.
1,417 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2020.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2020, filed 6 Aug 2020.